CBFCX Mutual Fund

CBFCX Mutual Fund

NAV$42.79
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Returns Overview

1 Month
+0.85%
3 Months
+2.15%
6 Months
+3.90%
YTD
+5.99%
1 Year
+13.17%
3 Years (annualized)
+10.60%
5 Years (annualized)
+5.01%
10 Years (annualized)
+5.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would CBFCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.99%
Peer Avg (YTD)
+5.54%
vs Peers
+0.45%

CBFCX Mutual Fund Performance

CBFCX performance across multiple time periods: 1-month 0.85%, YTD 5.99%, 1-year 13.17%, 3-year 10.60%, 5-year 5.01%, 10-year 5.95%.

CBFCX returns outperform the peer average of 5.54% YTD. With an expense ratio of 1.60%, investors should weigh costs against performance when evaluating this mutual fund.

CBFCX vs another fund shows side-by-side returns. CBFCX alternatives are available in the Mutual Fund Screener.